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Keudell/Morrison Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Keudell/Morrison Wealth Management
报告期 2026-03-31 · CIK 0001785498
持仓数
245
前50大市值合计
$383.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 14
增持 53
减持 65
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
DFIC
DIMENSIONAL ETF TRUST
+$14.5M
671,810
建仓
GLDM
WORLD GOLD TR
+$13.7M
381,499
增持
VYM
VANGUARD WHITEHALL FDS
+$12.0M
150,634
+403%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$8.3M
299,724
减持
DFAC
DIMENSIONAL ETF TRUST
-$8.3M
1,200,233
-9%
建仓
—
MANAGED PORTFOLIO SERIES
+$8.1M
333,528
增持
BIV
VANGUARD BD INDEX FDS
+$8.0M
330,308
+53%
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$3.6M
183,158
减持
AAPL
APPLE INC
-$2.6M
67,319
-1%
建仓
FHYS
FEDERATED HERMES ETF TRUST
+$2.2M
101,706
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
82,465
+73%
增持
AMZN
AMAZON COM INC
-$1.6M
33,212
+2003%
减持
MSFT
MICROSOFT CORP
-$1.2M
19,812
-2%
减持
GOOG
ALPHABET INC
-$1.1M
1,663
-2%
建仓
PMM
PUTNAM MANAGED MUN INCOME TR
+$1.0M
153,525
减持
MPT
MEDICAL PPTYS TRUST INC
-$953.0K
53,610
-36%
减持
MMU
WESTERN ASSET MANAGED MUNS F
-$829.0K
43,898
-61%
减持
NKE
NIKE INC
-$771.0K
23,423
-0%
减持
USB
US BANCORP DEL
-$694.0K
85,084
-2%
减持
CVX
CHEVRON CORP NEW
-$634.0K
15,398
-12%
减持
ABBV
ABBVIE INC
-$593.0K
27,004
-7%
减持
VDE
VANGUARD WORLD FDS
-$573.0K
44,144
-5%
减持
ZTS
ZOETIS INC
-$566.0K
2,420
-54%
清仓
NVDA
NVIDIA CORPORATION
-$500.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$486.0K
16,500
+2%
减持
MUA
BLACKROCK MUNIASSETS FD INC
-$486.0K
129,683
-20%
减持
EMXC
ISHARES INC
-$425.0K
21,170
-14%
减持
GOOGL
ALPHABET INC
-$410.0K
598
-3%
增持
LTC
LTC PPTYS INC
+$404.0K
52,106
+26%
增持
META
META PLATFORMS INC
-$396.0K
6,565
+0%
清仓
SQ
BLOCK INC
-$380.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$377.0K
4,166
-0%
增持
QCOM
QUALCOMM INC
-$377.0K
15,184
+0%
清仓
UPST
UPSTART HLDGS INC
-$376.0K
0
-100%
减持
V
VISA INC
-$375.0K
12,680
-2%
减持
MO
ALTRIA GROUP INC
-$364.0K
28,614
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$363.0K
4,523
-0%
减持
CRM
SALESFORCE INC
-$358.0K
6,776
-3%
增持
QQQ
INVESCO QQQ TR
-$334.0K
4,942
+4%
增持
SYK
STRYKER CORPORATION
-$310.0K
5,176
+3%
增持
INTC
INTEL CORP
-$307.0K
31,292
+5%
建仓
CLX
CLOROX CO DEL
+$299.0K
2,119
减持
VUSB
VANGUARD BD INDEX FDS
-$299.0K
12,820
-32%
清仓
—
MEDTRONIC PLC
-$298.0K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$292.0K
0
-100%
减持
DGRO
ISHARES TR
-$267.0K
32,855
-4%
减持
—
LAM RESEARCH CORP
-$265.0K
2,049
-3%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$263.0K
0
-100%
增持
CAT
CATERPILLAR INC
-$261.0K
5,963
+0%
清仓
—
TRITON INTL LTD
-$260.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$252.0K
12,492
+3%
增持
BAC
BK OF AMERICA CORP
-$252.0K
26,772
+2%
清仓
ISRG
INTUITIVE SURGICAL INC
-$245.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$243.0K
0
-100%
清仓
SPSB
SPDR SER TR
-$243.0K
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC
-$241.0K
0
-100%
增持
NFLX
NETFLIX INC
-$234.0K
1,485
+13%
增持
—
TOTALENERGIES SE
+$232.0K
14,678
+37%
建仓
PNC
PNC FINL SVCS GROUP INC
+$231.0K
1,465
增持
CM
CANADIAN IMP BK COMM
-$231.0K
15,482
+92%
清仓
TSLA
TESLA INC
-$230.0K
0
-100%
减持
HD
HOME DEPOT INC
-$226.0K
8,625
-0%
建仓
BOND
PIMCO ETF TR
+$225.0K
2,365
清仓
GD
GENERAL DYNAMICS CORP
-$225.0K
0
-100%
减持
WPC
WP CAREY INC
-$221.0K
4,444
-39%
减持
—
SPLUNK INC
-$219.0K
3,523
-1%
减持
DIS
DISNEY WALT CO
-$217.0K
4,055
-7%
清仓
IYW
ISHARES TR
-$216.0K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$215.0K
0
-100%
增持
—
UNILEVER PLC
+$211.0K
9,669
+90%
建仓
SCHV
SCHWAB STRATEGIC TR
+$210.0K
3,359
建仓
EOT
EATON VANCE NATL MUN OPPORT
+$209.0K
11,702
清仓
—
TWITTER INC
-$208.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$207.0K
2,791
-4%
减持
WY
WEYERHAEUSER CO MTN BE
-$205.0K
32,517
-4%
清仓
IWM
ISHARES TR
-$205.0K
0
-100%
清仓
XME
SPDR SER TR
-$203.0K
0
-100%
建仓
—
AMCOR PLC
+$202.0K
16,238
减持
PPL
PPL CORP
-$200.0K
23,855
-20%
增持
SCHD
SCHWAB STRATEGIC TR
+$199.0K
6,966
+83%
减持
ABT
ABBOTT LABS
-$198.0K
4,807
-21%
减持
BA
BOEING CO
-$198.0K
3,548
-0%
建仓
OIA
INVESCO MUNI INCOME OPP TRST
+$185.0K
28,752
增持
COST
COSTCO WHSL CORP NEW
-$178.0K
2,174
+3%
增持
CSCO
CISCO SYS INC
-$177.0K
26,478
+13%
减持
AEP
AMERICAN ELEC PWR CO INC
-$173.0K
2,493
-40%
增持
VUG
VANGUARD INDEX FDS
-$171.0K
5,597
+13%
增持
PYPL
PAYPAL HLDGS INC
-$160.0K
3,829
+4%
减持
TXN
TEXAS INSTRS INC
-$160.0K
4,356
-4%
增持
LLY
LILLY ELI & CO
+$158.0K
4,006
+1%
增持
BROS
DUTCH BROS INC
-$155.0K
7,641
+6%
增持
ABNB
AIRBNB INC
-$154.0K
2,378
+12%
增持
BCE
BCE INC
-$154.0K
30,649
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$154.0K
3,881
-8%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$151.0K
5,564
+11%
增持
MINT
PIMCO ETF TR
+$147.0K
3,551
+73%
减持
—
ASML HOLDING N V
-$143.0K
743
-0%
增持
WFC
WELLS FARGO CO NEW
-$139.0K
16,516
+2%
减持
UNP
UNION PAC CORP
-$135.0K
1,913
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$134.0K
10,467
+4%
增持
GILD
GILEAD SCIENCES INC
+$125.0K
13,426
+13%
增持
CMCSA
COMCAST CORP NEW
-$124.0K
24,618
+6%
增持
T
AT&T INC
-$123.0K
97,988
+6%
减持
IT
GARTNER INC
-$118.0K
1,207
-12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$118.0K
59,304
+4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$115.0K
17,351
-4%
减持
MA
MASTERCARD INCORPORATED
-$113.0K
1,621
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$113.0K
4,523
-2%
增持
ORCL
ORACLE CORP
-$110.0K
9,987
+2%
减持
AXP
AMERICAN EXPRESS CO
-$107.0K
2,040
-2%
增持
PFE
PFIZER INC
+$103.0K
35,287
+5%
增持
WMT
WALMART INC
-$100.0K
4,653
+4%
减持
PG
PROCTER AND GAMBLE CO
-$98.0K
9,582
-1%
减持
ADSK
AUTODESK INC
-$97.0K
1,845
-4%
减持
NOW
SERVICENOW INC
-$96.0K
730
-8%
减持
F
FORD MTR CO DEL
-$96.0K
16,557
-0%
增持
AVGO
BROADCOM INC
-$94.0K
662
+0%
减持
VLO
VALERO ENERGY CORP
-$94.0K
3,010
-26%
减持
IEFA
ISHARES TR
-$92.0K
6,445
-5%
减持
DVY
ISHARES TR
-$91.0K
8,295
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$91.0K
3,521
+13%
增持
SBUX
STARBUCKS CORP
-$91.0K
9,533
+6%
减持
NVS
NOVARTIS AG
-$90.0K
3,206
-22%
增持
OKE
ONEOK INC NEW
-$87.0K
5,810
+0%
减持
MRK
MERCK & CO INC
+$85.0K
16,503
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$85.0K
16,826
-11%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$84.0K
13,390
+42%
减持
PM
PHILIP MORRIS INTL INC
+$84.0K
23,182
-1%
减持
REGN
REGENERON PHARMACEUTICALS
-$80.0K
414
-11%
增持
—
PIONEER NAT RES CO
+$78.0K
1,293
+54%
减持
C
CITIGROUP INC
-$76.0K
6,274
-8%
减持
KMI
KINDER MORGAN INC DEL
-$74.0K
26,480
-3%
增持
TFC
TRUIST FINL CORP
+$72.0K
5,726
+62%
减持
SO
SOUTHERN CO
-$70.0K
17,951
-4%
减持
—
EXXON MOBIL CORP
-$70.0K
36,478
-6%
减持
IEMG
ISHARES INC
-$68.0K
4,940
-11%
减持
VTI
VANGUARD INDEX FDS
-$68.0K
1,564
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.0K
618
-9%
减持
—
NXP SEMICONDUCTORS N V
-$63.0K
1,700
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$56.0K
8,247
-2%
减持
SPGI
S&P GLOBAL INC
-$53.0K
621
-3%
增持
—
JPMORGAN CHASE & CO
-$52.0K
36,660
+3%
增持
VNQ
VANGUARD INDEX FDS
-$51.0K
3,011
+0%
增持
NGG
NATIONAL GRID PLC
-$45.0K
5,982
+7%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$40.0K
2,769
+1%
增持
DLR
DIGITAL RLTY TR INC
+$40.0K
2,549
+24%
增持
BTI
BRITISH AMERN TOB PLC
+$40.0K
19,739
+3%
增持
MMM
3M CO
-$39.0K
3,572
+6%
减持
GIS
GENERAL MLS INC
-$39.0K
6,510
-17%
增持
VOD
VODAFONE GROUP PLC NEW
+$38.0K
32,890
+15%
